BERKS HOUSING OPPORTUNITIES INC (EIN 232704742) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

JOSEPH PERIANDI

Phone

6103700822

Tax Period

2024-01-01 to 2024-12-31

BERKS HOUSING OPPORTUNITIES INC, founded in 1992, is a small nonprofit in the Housing & Shelter sector that reported $300K in total revenue in fiscal year 2024. Revenue surged 406% from the prior year, signaling strong growth momentum. The organization ran a surplus of $196K, a strong 65% operating margin.

Mission

TO PROMOTE AFFORDABLE HOUSING OPPORTUNITIES, DEVELOP AND MANAGE LOW AND MODERATE HOUSING FOR INDIVIDUALS AGE 55 AND OLDER AND/OR DISABLED.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $230,000

Program Service Revenue $66,750

Investment Income $3,069

Other Revenue $0

TOTAL REVENUE $299,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,213

Fundraising Expenses $0

Program Expenses $81,834

Other Expenses $95,639

TOTAL EXPENSES $103,852

Year-over-Year Comparison

	2024	2023	Change
Revenue	$299,819	$59,225	+4.1%
Expenses	$103,852	$83,056	+0.3%
Net Income	$195,967	$-23,831	-9.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LEE WILDER	PRESIDENT, D	1.00	Officer Director	$0	$0	$0
RON MILLER	VP, DIRECTOR	1.00	Officer Director	$0	$0	$0
JOSEPH PERIANDI	TREASURER, D	1.00	Officer Director	$0	$0	$0
JOSEPH SCHUPP	SECRETARY, D	1.00	Officer Director	$0	$0	$0
JAMIE PEREZ	DIRECTOR	1.00	Director	$0	$0	$0
MIGUEL OCASIO	DIRECTOR	1.00	Director	$0	$0	$0
EDDIT MARMOLEJOS GIL	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY JONES	DIRECTOR	1.00	Director	$0	$0	$0
STACEY TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT KEARNEY	PRES EMERI -	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$299,819	$103,852	$1,206,754	$195,967
2023	$59,225	$83,056	$1,020,964	$-23,831
2022	$156,669	$70,278	$1,066,402	$86,391
2021	$195,486	$253,195	$936,006	$-57,709
2020	$170,853	$39,164	$895,304	$131,689
2019	$10,444	$34,117	$764,018	$-23,673
2018	$445,902	$334,778	$685,261	$111,124

BERKS HOUSING OPPORTUNITIES INC